Smart technology that knows your priorities, learns from you, and guides you to the best decisions.
From taxes to daycare costs in your neighborhood, we take care of every detail that matters.
At your service 24/7.
No meetings. No sales pitches.
Unbiased and on your side.
Thinking about kids? A getaway? Retiring early?
No matter how big (or small) your plans,
we guide you every step of the way.
Your plans are not just savings goals.
See how they interact and affect each other
over months and years.
Connect your financial accounts to your long term plans.
Smart technology monitors the markets, your balances, tax rules, and more - 24/7 - making sure you are always on track.
Understand how much to invest and what investments are right for you.
We build a portfolio that’s perfectly aligned to your life today and your upcoming priorities.
Makes You Happy
We’ll guide you
every step of the way.
With Purpose
Strategy, not budgets
or calculators.
Your Back
We’ll stay on top of all the details,
keeping you on track.
Neural networks are always working
Neural networks stay on top of everything - the markets, federal and state tax code,
inflation, property taxes in your area, mortgage and insurance rates, even daycare costs in your area - on average we monitor over 2 million data points for you.
Machine learning for data-driven decisions
Machine learning algorithms figure out the best financial decisions for you - How
early can you retire? Which home can you afford? And, what investment portfolio
is ideal for you? Decisions are transparent and never biased.
Pefin learns from you
Pefin adapts and learns from you and recalibrates your financial plans looking at
what you said you would do and what is actually going on.
No, we never share your data with anyone.
The only person who can see your data is you, and we will
never (ever!) share it.
Every single piece of information in our system is encrypted with military-grade technology.
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